The library is organized by industry, with cross-industry workflows grouped separately. Filter by industry, function, complexity or deployment pattern, or search by system or keyword. Every entry ends the same way: a conversation about your version of the workflow.
Each card names the industry and function it belongs to, then two badges: complexity (how involved the build is: Starter, Standard or Advanced) and deployment (whether it runs on HeyQuinn or directly on the model platform).
Engagement intake and staffing match
Reviews new engagement requests against staff skills, availability and utilization targets, then proposes a team. The resourcing lead confirms the match before anyone is assigned.
Systems: Salesforce · Kantata · BambooHR
- Complexity: Starter
- Deployment: Platform-native
Timesheet exception review
Checks weekly time entries against project budgets and flags missing, late or over-budget hours before invoicing. The project manager approves any adjustment.
Systems: Harvest · QuickBooks Online
- Complexity: Starter
- Deployment: Platform-native
SOW drafting from discovery notes
Drafts a Statement of Work from call notes, using the firm's prior SOWs for structure and standard terms. The engagement partner edits and approves every draft before it leaves the firm.
Systems: HubSpot · Google Workspace · PandaDoc
- Complexity: Standard
- Deployment: Platform-native
Client status report assembly
Compiles weekly client status reports from the project tracker, time entries and open issues. The project manager reviews and sends.
Systems: Jira · Harvest · Microsoft 365
- Complexity: Starter
- Deployment: Platform-native
Proposal compliance check against the RFP
Reads an RFP, builds a requirements checklist and checks the draft proposal against it, flagging gaps and missing attachments. The proposal lead decides how to close each gap.
Systems: SharePoint · Loopio
- Complexity: Standard
- Deployment: Platform-native
Firm knowledge assistant with client boundaries
Answers staff questions from past deliverables and internal guidance, citing its sources and respecting client-by-client access rules. Staff verify anything before it is reused in client work.
Systems: SharePoint · Google Drive · iManage
- Complexity: Standard
- Deployment: HeyQuinn recommended
Invoice intake, coding and three-way match
Reads incoming invoices, codes them, matches each to the purchase order and receipt, and routes exceptions to a person. Nothing outside tolerance is posted without approval.
Systems: NetSuite · Coupa · Bill.com
- Complexity: Standard
- Deployment: Platform-native
KYC onboarding document review
Collects onboarding documents, checks them against the KYC checklist, and drafts findings with every source noted. A compliance analyst makes the approval decision and the full trail is retained.
Systems: Salesforce · DocuSign · Box
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Loan package completeness check
Reviews loan application packages for missing documents and inconsistent figures, then drafts requests for what is missing. The underwriter makes every credit decision.
Systems: Encompass · nCino
- Complexity: Standard
- Deployment: Platform-native
Bank reconciliation exceptions
Matches bank transactions to ledger entries at month end and lists what is unmatched with a suggested reason. The accountant clears each item.
Systems: NetSuite · QuickBooks · Bank feeds
- Complexity: Standard
- Deployment: Platform-native
Client service email triage
Classifies inbound client email (statements, transfers, address changes), drafts replies for routine requests, and routes anything involving money movement to a representative, who sends every reply.
Systems: Salesforce · Microsoft Outlook
- Complexity: Starter
- Deployment: Platform-native
Suspicious activity case summary
Assembles transaction history, prior alerts and account context into a case summary for each alert. The investigator decides whether to escalate or file; the agent never closes a case.
Systems: NICE Actimize · Core banking
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Prior authorization request drafting
Assembles the clinical documentation for a prior authorization request and drafts the submission against the payer's criteria. A clinician reviews and approves before anything is submitted.
Systems: Epic · Payer portals
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Patient intake form processing
Extracts demographics, insurance details and history from intake forms and insurance cards into the practice management system. Front-desk staff verify each record before it is saved.
Systems: athenahealth · eClinicalWorks
- Complexity: Standard
- Deployment: HeyQuinn recommended
Claim denial triage and appeal drafting
Sorts claim denials by reason code, pulls the supporting documentation, and drafts appeal letters. A billing specialist reviews, edits and submits each appeal.
Systems: Epic · Clearinghouse
- Complexity: Standard
- Deployment: HeyQuinn recommended
Provider credentialing tracker
Tracks license, certification and enrollment expirations, requests renewals from providers, and flags gaps. The credentialing coordinator owns every submission.
Systems: CredentialStream · HRIS
- Complexity: Starter
- Deployment: Platform-native
Clinical trial regulatory binder QC
Checks trial master file documents for completeness, signatures and current versions against the study checklist. The study coordinator resolves each finding.
Systems: Veeva Vault · eTMF
- Complexity: Standard
- Deployment: HeyQuinn recommended
Adverse event report drafting
Assembles adverse event details from source records into a draft report, with every field traced to its source. A qualified pharmacovigilance reviewer approves before submission.
Systems: Veeva Vault · Oracle Argus
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Purchase order variance review
Compares invoice lines to the purchase order and receipt, flags price and quantity variances outside tolerance, and routes each one for approval. AP posts only what a person has cleared.
Systems: NetSuite · SAP
- Complexity: Standard
- Deployment: Platform-native
Sales order entry from customer POs
Reads customer purchase orders arriving by email and PDF, drafts the sales order, and flags part-number, pricing or ship-date mismatches. Customer service confirms before the order is released.
Systems: NetSuite · Epicor
- Complexity: Starter
- Deployment: Platform-native
Supplier quote comparison
Normalizes supplier quotes into one comparison of price, lead time, terms and minimum order, then recommends an option. The buyer decides and places the order.
Systems: Microsoft Excel · ERP
- Complexity: Starter
- Deployment: Platform-native
Inventory reorder recommendations
Watches stock levels, lead times and open orders continuously and drafts reorder proposals with the reasoning. The planner approves each proposal before a purchase order is created.
Systems: NetSuite · Fishbowl
- Complexity: Standard
- Deployment: HeyQuinn recommended
Quality nonconformance intake
Logs nonconformance reports, classifies severity, attaches related history, and routes each to the right quality engineer. The engineer dispositions the part and the record is kept for audit.
Systems: ETQ · SAP QM
- Complexity: Standard
- Deployment: HeyQuinn recommended
Maintenance work order triage
Reads machine fault reports, matches them to maintenance history, and drafts a work order with a suggested priority. The maintenance lead assigns and schedules.
Systems: MaintainX · SAP PM
- Complexity: Starter
- Deployment: Platform-native
Multi-plant production scheduling assistant
Plant-level agents reconcile capacity, material availability and open orders, and a coordinating agent proposes a cross-plant schedule. The master planner reviews and approves every change.
Systems: SAP · MES
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Change order intake and impact routing
Classifies incoming change orders, estimates cost and schedule impact from the contract and schedule, and routes each to the right approver. Nothing is approved without a person.
Systems: Procore · Sage 300 CRE
- Complexity: Standard
- Deployment: Platform-native
Submittal log review
Checks submittals against specification sections, flags missing or out-of-sequence items, and drafts transmittals. The project engineer reviews before anything goes to the architect.
Systems: Procore · Autodesk Build
- Complexity: Standard
- Deployment: Platform-native
RFI drafting and deadline tracking
Drafts RFIs from field notes and photos, tracks response deadlines, and drafts reminders. The superintendent approves each RFI before it is sent.
Systems: Procore
- Complexity: Starter
- Deployment: Platform-native
Subcontractor pay application review
Checks pay applications against the schedule of values, prior billings and lien waivers, and flags discrepancies. The project manager approves each payment and the review is kept for audit.
Systems: Procore · Textura · Sage 300 CRE
- Complexity: Standard
- Deployment: HeyQuinn recommended
Certified payroll compliance check
Verifies certified payroll reports against prevailing wage rates and worker classifications and flags discrepancies before submission. The compliance manager resolves each flag.
Systems: LCPtracker · Payroll
- Complexity: Standard
- Deployment: HeyQuinn recommended
Daily report compilation
Compiles the daily log from field notes, photos, deliveries and weather. The superintendent reviews and signs off.
Systems: Procore · Raken
- Complexity: Starter
- Deployment: Platform-native
Lease abstraction and key-date tracking
Extracts lease terms, options and critical dates into the property system and flags unusual clauses for legal review. An asset manager confirms each abstract before its dates drive notices.
Systems: Yardi · MRI
- Complexity: Standard
- Deployment: HeyQuinn recommended
Maintenance request triage and dispatch
Classifies tenant maintenance requests, assigns urgency, and drafts a vendor dispatch. The property manager approves anything marked urgent or over a spending threshold.
Systems: AppFolio · Yardi
- Complexity: Starter
- Deployment: Platform-native
Rent delinquency follow-up
Reviews the aging report and drafts reminder notices according to the property's policy. The property manager approves anything beyond a first reminder.
Systems: Yardi · AppFolio
- Complexity: Starter
- Deployment: Platform-native
CAM reconciliation preparation
Assembles common-area expense pools, applies lease-specific caps and exclusions, and drafts tenant allocations. The property accountant reviews before statements go out.
Systems: MRI · Yardi
- Complexity: Standard
- Deployment: Platform-native
Rental application package check
Checks rental applications for completeness and consistent information and assembles the package for review. The agent does not score applicants; the leasing manager makes every decision, with a record kept for audit.
Systems: AppFolio · Screening provider
- Complexity: Standard
- Deployment: HeyQuinn recommended
Property vendor invoice coding
Codes vendor invoices to the right property, unit and GL account and matches them to work orders. Accounts payable reviews exceptions and approves the batch.
Systems: Yardi · AvidXchange
- Complexity: Starter
- Deployment: Platform-native
Matter intake and conflict check
Screens new matter requests against conflict records and related-party data, drafts the conflict report, and flags anything ambiguous. The conflicts attorney clears every matter.
Systems: Intapp · Clio · iManage
- Complexity: Standard
- Deployment: HeyQuinn recommended
Contract review, first pass
Compares an incoming contract to the firm's playbook, flags deviations, and drafts suggested redlines. The attorney reviews every change.
Systems: iManage · Microsoft Word
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Discovery document categorization
Categorizes and summarizes large document sets to speed first-pass review. Attorneys make every responsiveness and privilege call.
Systems: Relativity
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Billing narrative review
Reviews time entry narratives against each client's billing guidelines and flags entries likely to be rejected. The billing attorney approves the pre-bill.
Systems: Aderant · Clio
- Complexity: Starter
- Deployment: Platform-native
Court deadline calculation
Calculates deadlines from filed documents and the applicable court rules and drafts docket entries. A paralegal confirms every date and the calculation is retained.
Systems: CompuLaw · Clio
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Engagement letter drafting
Drafts engagement letters from intake data and the firm's templates. The responsible partner approves before it is sent.
Systems: Clio · DocuSign
- Complexity: Starter
- Deployment: Platform-native
Load tender evaluation and carrier matching
Evaluates incoming tenders against carrier capacity, lane history and rate agreements, and recommends a carrier with the reasoning. The dispatcher accepts or overrides.
Systems: MercuryGate · DAT
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Proof of delivery collection and billing
Collects proof of delivery, matches it to loads, and prepares the invoice batch. Billing reviews exceptions before invoices go out.
Systems: McLeod · TMS
- Complexity: Starter
- Deployment: Platform-native
Freight invoice audit
Audits carrier invoices against rate agreements and accessorial rules and flags variances. Accounts payable approves each disputed line.
Systems: TMS · NetSuite
- Complexity: Standard
- Deployment: Platform-native
Shipment exception notification
Monitors tracking continuously and drafts customer notices when a shipment is delayed or held. The dispatcher approves anything that involves a reschedule.
Systems: TMS · Carrier APIs
- Complexity: Starter
- Deployment: HeyQuinn recommended
Driver compliance document tracking
Tracks driver license, medical card and inspection expirations, requests renewals, and flags gaps. The safety manager decides who is cleared to drive.
Systems: Samsara · HRIS
- Complexity: Starter
- Deployment: Platform-native
Customs document preparation
Assembles commercial invoices, packing lists and suggested HS classifications from shipment data. A licensed customs broker reviews and files.
Systems: ERP · Broker portal
- Complexity: Standard
- Deployment: HeyQuinn recommended
First notice of loss intake
Captures first notice of loss details from calls, forms and email, sets up the claim file, and routes it to the right adjuster queue. The adjuster confirms coverage and next steps.
Systems: Guidewire ClaimCenter · Duck Creek
- Complexity: Standard
- Deployment: Platform-native
Claim file summary for adjusters
Summarizes police reports, estimates, photos and medical records into a claim brief. The adjuster reads the brief, then makes the decision.
Systems: Guidewire ClaimCenter
- Complexity: Standard
- Deployment: HeyQuinn recommended
Broker submission intake and triage
Extracts submission data from broker emails and ACORD forms, checks appetite and completeness, and routes to an underwriter. The underwriter decides whether to quote.
Systems: Applied Epic · ImageRight
- Complexity: Standard
- Deployment: Platform-native
Policy renewal package preparation
Assembles renewal packages 90 days ahead with loss runs, exposure changes and expiring terms. The account manager reviews before anything goes to the client.
Systems: Applied Epic · AMS360
- Complexity: Starter
- Deployment: Platform-native
Certificate of insurance requests
Drafts certificates of insurance for standard requests from policy data. The account manager approves any non-standard holder or wording.
Systems: AMS360
- Complexity: Starter
- Deployment: Platform-native
Subrogation opportunity review
Reviews closed claims for subrogation potential and drafts demand packages with supporting evidence. The subrogation specialist decides whether to pursue.
Systems: Guidewire ClaimCenter
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Grant report assembly
Compiles program metrics and expenses into funder report drafts, in each funder's format. The program director approves before submission.
Systems: Salesforce Nonprofit Cloud · QuickBooks Online
- Complexity: Standard
- Deployment: Platform-native
Donor acknowledgment letters
Generates acknowledgment letters and tax receipts from gift records. Development staff review major gifts personally before anything is sent.
Systems: Blackbaud Raiser's Edge · Bloomerang
- Complexity: Starter
- Deployment: Platform-native
Membership renewal outreach
Segments lapsing members and drafts renewal messages by member type. The membership manager approves each send.
Systems: iMIS · HubSpot
- Complexity: Starter
- Deployment: Platform-native
Member inquiry triage
Answers routine member questions from the association's knowledge base and routes anything involving dues, credentials or complaints to staff.
Systems: iMIS · Zendesk
- Complexity: Starter
- Deployment: Platform-native
Grant opportunity screening
Screens grant opportunities against eligibility, program priorities and capacity, and drafts a shortlist with reasons. The development director decides which to pursue.
Systems: Instrumentl · Candid
- Complexity: Starter
- Deployment: Platform-native
Board packet assembly
Assembles board packets from financial reports, minutes and committee updates. The executive director reviews before distribution.
Systems: BoardEffect · Google Workspace
- Complexity: Starter
- Deployment: Platform-native
Support ticket triage and reply drafting
Classifies tickets, drafts replies from product documentation, and escalates anything it cannot answer with a source. A support engineer sends every reply.
Systems: Zendesk · Intercom
- Complexity: Starter
- Deployment: Platform-native
Customer onboarding milestone tracking
Tracks onboarding milestones across new accounts, drafts check-in messages, and flags stalled implementations. The customer success manager owns each escalation.
Systems: HubSpot · Gainsight
- Complexity: Standard
- Deployment: Platform-native
Renewal risk brief
Compiles usage, support and billing signals into a renewal brief for each account coming up for renewal. The account manager decides the play.
Systems: Salesforce · Stripe · Zendesk
- Complexity: Standard
- Deployment: Platform-native
Security questionnaire drafting
Drafts answers to customer security questionnaires from the approved knowledge base, citing sources. The security lead approves every answer before it is sent.
Systems: Vanta · SharePoint
- Complexity: Standard
- Deployment: HeyQuinn recommended
Usage billing reconciliation
Reconciles metered usage to invoices each cycle and flags anomalies with the underlying figures. Finance approves the invoice batch.
Systems: Stripe · Chargebee · NetSuite
- Complexity: Standard
- Deployment: Platform-native
Quarterly access review preparation
Compiles who has access to what across applications, drafts the quarterly review, and flags dormant or over-privileged accounts. Managers certify each access; the agent removes nothing.
Systems: Okta · Google Workspace
- Complexity: Standard
- Deployment: HeyQuinn recommended
Release notes drafting
Drafts release notes from merged tickets and pull requests, grouped by feature. The product manager edits and publishes.
Systems: Jira · Linear · GitHub
- Complexity: Starter
- Deployment: Platform-native
Candidate screening and scheduling
Reviews applications against role criteria, drafts a shortlist with reasons, and proposes interview slots. A recruiter confirms the shortlist and the invitations.
Systems: Greenhouse · Google Calendar
- Complexity: Starter
- Deployment: Platform-native
Employee onboarding provisioning
Drafts account and access requests for new hires from role templates and tracks completion across systems. IT approves each grant.
Systems: Okta · BambooHR
- Complexity: Standard
- Deployment: HeyQuinn recommended
Expense report policy check
Checks receipts and expense lines against policy and flags out-of-policy items with the rule cited. The manager approves the report.
Systems: Expensify · Ramp
- Complexity: Starter
- Deployment: Platform-native
Vendor contract renewal tracking
Tracks vendor contract terms and auto-renewal dates, and drafts notice letters ahead of each deadline. The contract owner decides whether to renew, renegotiate or cancel.
Systems: Ironclad · Google Drive
- Complexity: Starter
- Deployment: Platform-native
IT helpdesk routine requests
Resolves routine helpdesk requests such as password resets and software how-to from the knowledge base. Any access change requires a person's approval.
Systems: Jira Service Management · Okta
- Complexity: Starter
- Deployment: HeyQuinn recommended
Meeting notes to action items
Turns meeting transcripts into summaries and draft action items in the task system. Owners confirm each item before it is assigned.
Systems: Zoom · Asana
- Complexity: Starter
- Deployment: Platform-native
HR policy assistant
Answers employee questions from the handbook and benefits guides, citing the section. Anything about an individual's situation goes to HR.
Systems: Microsoft Teams · SharePoint · HRIS
- Complexity: Starter
- Deployment: Platform-native
Collections outreach drafting
Drafts collection reminders by aging bucket according to policy. The controller approves anything beyond a second notice, and every credit hold.
Systems: NetSuite · QuickBooks Online
- Complexity: Starter
- Deployment: Platform-native
Customer master data reconciliation
Agents reconcile customer records across CRM, ERP and support systems and propose merges with the evidence. The data owner approves each merge.
Systems: Salesforce · NetSuite · Zendesk
- Complexity: Advanced
- Deployment: HeyQuinn recommended
Weekly operations brief
Collects KPIs from operational systems each week and drafts a brief that calls out anomalies with the underlying figures. The COO reviews before distribution.
Systems: NetSuite · HubSpot · BI platform
- Complexity: Standard
- Deployment: HeyQuinn recommended
No workflows match those filters
Try fewer filters, or tell us about your workflow. The library is a sample, not a limit.
How to read the badges
Two badges on every card. Complexity describes the build. Deployment describes where it runs.
Complexity (how involved the build is)
- Starter
- A contained workflow: one agent, one or two systems, and exceptions simple enough to route to a single person. Often the first workflow an organization automates.
- Standard
- Several systems or steps, defined exception routing, and human approval points designed into the workflow. Most of the library sits here.
- Advanced
- Several agents coordinating, regulated or sensitive data, persistent state across sessions, or decisions where an error is expensive. Governance design is most of the work.
Deployment (where it runs)
- Platform-native
- Runs directly on Anthropic's platform: Claude models, tool use and MCP (Model Context Protocol) connectivity, with Altivus providing monitoring, governance and ongoing management.
- HeyQuinn recommended
- Runs on HeyQuinn, the AI runtime by Altivus, because the workflow needs persistent agents, several agents coordinating, granular permissions, approvals, audit and Mission Control visibility, on-premises or customer-cloud hosting, or models from vendors other than Anthropic.